About the role
Description
TFO Wealth Partners is seeking a Family Wealth Strategist.
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The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ideal for a seasoned professional who enjoys being the “face of the client relationship,” leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.
Key Responsibilities
Serve as the lead adviser for assigned client families
Develop and implement comprehensive wealth management strategies, including:
Investment oversight
Estate and tax planning coordination
Risk management
Philanthropic planning
Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
Coordinate closely with clients’ outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
Provide thought leadership on complex planning issues and emerging trends in family wealth
Mentor and collaborate with internal advisers and associates to support client relationships
Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care
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Requirements
Bachelor’s degree in finance or a related field (required)
Series 65 or equivalent (IAR)
CFP®, CFA®, or equivalent professional designation
Minimum of 5 years of proven experience in the wealth management or financial services industry
Strong understanding of:
Investment principles
Financial planning tools and methodologies
Portfolio administration, including trading
Ability to evaluate client investment holdings and asset allocation
Strong communication, computer, and interpersonal skills
High attention to detail and commitment to accuracy
Demonstrated eagerness to pursue ongoing professional education
Additional Skills and Attributes
Ability to maintain professional composure in a dynamic, fast-paced environment
Strong organizational, prioritization, and time management skills
Exceptional client service mindset with a focus on long-term relationships
Collaborative team player who shares knowledge and works toward common goals
Ability to work independently, meet deadlines, and manage competing priorities
Proactive, strategic thinker with adaptability to change
High standard of personal responsibility and accountability
Willingness to participate in training, coaching, and mentoring for continuous improvement
Flexible, anticipatory, and solutions-oriented approach to client and team needs